Contents

Workflow stage sets

Workflow stage sets

Workflow stage sets

Stage sets are named groups of workflow stages commonly used together. Create a stage
set and assign it as a default set to any number of tables. You can import the choice list values
of a workflow field as stages for a workflow, and export a stage set to create a new one.

A single stage set usually represents a process, such as the stages required to display the
progress of a service catalog request. You can also assign a stage set as the default set for
workflows on specific tables.

In an active context, workflow stages provide summary-level feedback about the progress of a
workflow. Stage icons display the status of each activity as it is being driven by a workflow.
The system updates a Stage field, defined in the workflow properties, to
indicate the progress of the workflow through the possible stage values.

Updates to workflow stage values

During an upgrade, the system makes changes to the Value field of
records in the Workflow Stage [wf_stage] table.

All entries are made lowercase.

All spaces and special characters are replaced with underscores.

These changes support Localization settings and enable
workflows to display translated text in the Stage field.

Create a new stage set

You can create a new stage set by creating a stage set record and adding stage set
entries manually.

About this task

Create a stage set record only when you want additional stages that are not
available on the table by default.

Procedure

Navigate to Workflow > Stage Sets.

Click New.

Enter a Name that indicates the purpose of the stage
set.

For example, you can create a Requested Item stage set to hold the stages
commonly used by inventory tracking workflows or service catalog fulfillment
workflows.

Click Submit.

Open the new stage set record.

In the Stage Set Entries related list, click
New.

Each stage set entry can be used as the Stage for an
activity in a workflow that uses this stage set.

Enter a Name that indicates the stage name to appear in
workflow fields.

Enter a Value to use when referencing the entry, such as
in a script.

Click Submit.

In the Stage Set Entries related list, ensure that each
entry has a unique Order value.

Enter a low value for stages that should appear early in the workflow and a
higher value for later stages.

What to do next

The stage set can be added to a workflow or assigned as the default stage set for
workflows that are created for a specific table.

Import stages from a choice list

You can import the choice list values of a workflow field as stages for a workflow.

Before you begin

Create a choice list as follows:

Add a custom field of Type Workflow to the table.

Configure the custom field to use a choice list.

If you are creating a new field, set the Choice List type
to Display without --None-- and create the choices for
the newly created field.